What are the responsibilities and job description for the Director of Client Success position at KlariVis?
Description
About KlariVis
KlariVis is an enterprise dashboard and analytics platform built for financial institutions by bankers. We are passionate about solving the data conundrum in the banking industry. We believe that the strength of our company lies in the strength of our people. At KlariVis we are looking for data-passionate individuals to join our team.
We are seeking a dynamic and strategic Director of Client Success to lead, scale, and evolve our Client Success function. This role is critical in ensuring our clients achieve maximum value from KlariVis - driving adoption, retention, and long-term partnership success.
KlariVis is headquartered in Roanoke, Virginia. This is an in-office position. Applicants must be currently based and authorized to work in the United States on a full-time basis. KlariVis does not sponsor applicants for work visas.
Key Responsibilities include:
- Develop and execute a client success strategy that aligns with KlariVis’ growth objectives.
- Build, lead, and mentor a high-performing Client Success team.
- Develop comprehensive onboarding and training programs for Client Success Managers.
- Foster customer satisfaction and loyalty throughout the relationship.
- Serve as a sponsor for key accounts and ensure all client needs are exceeded.
- Design scalable onboarding, training, and support processes to drive value realization.
- Monitor client support activity and ensure timely, effective issue resolution.
- Identify at-risk accounts and proactively manage escalations to successful outcomes.
- Collaborate with Product to deliver client feedback that influences the roadmap.
- Monitor releases and evaluate the impact of releases on the client base.
- Oversee client advocacy programs and serve as the internal voice of the client.
- Develop training resources and maintain the client knowledge base.
- Partner with the dedicated Client Sales Executive on renewals and expansion opportunities.
- Develop client health scoring and reporting frameworks to measure client satisfaction, adoption, and retention.
- Continuously improve workflows to enhance client experience and team efficiency.
Requirements
What You’ll Bring to KlariVis:
- Bachelor’s degree or equivalent industry experience.
- 5 years in Client Success, Account Management, or a related field, with at least 3 years in a supervision and leadership role.
- Experience in SaaS, fintech, banking, or enterprise software strongly preferred.
- Proficiency in CRM tools (Salesforce experience strongly preferred).
- Proven record of driving client retention, adoption, and growth.
- Exceptional communication, leadership, and relationship-building skills.
- Analytical mindset and data-driven decision-making approach.
- Passion for helping clients succeed and advancing KlariVis’ mission.
Why Join Us:
- Make a direct impact as the voice of the customer.
- Work closely with technical and product teams to ensure client success.
- Grow your career in SaaS, data, and client support.
- Be part of a collaborative and innovative culture.
KlariVis offers a competitive compensation package that includes competitive salary, medical, dental, and HSA health benefits, 401K match, and flexible time off.